Compare AU
Compare IAF vs. AYLD
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the Australian Securities Exchange (ASX) are the Bloomberg Aussie Bonds (IAF) and the Global X S&P/ASX 200 Covered Call ETF (AYLD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IAF | AYLD | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 502 | 10 |
Median incremental investment | $1,128.90 | $1,065.75 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,648.62 | $1,870.64 |
Average age group | > 35 | > 35 |
Key Summary
IAF | AYLD | |
---|---|---|
Strategy | IAF.AX was created on 2012-03-12 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The fund aims to provide investors with the performance of the Bloomberg AusBond Composite 0+ Yr IndexSM, before fees and expenses. The index is designed to measure the performance of the Australian bond market and includes investment grade fixed income securities issued by the Australian Treasury, | AYLD.AX was created on 2023-01-30 by Global X. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 52.54m in AUM and 202 holdings. The Fund aims to provide investors with a return that (before fees and expenses) tracks the performance of the S&P/ASX BuyWrite Index |
Top 3 holdings | AUSTRALIA (COMMONWEALTH OF) RegS (2.60 %) AUSTRALIA (COMMONWEALTH OF) RegS (2.54 %) AUSTRALIA (COMMONWEALTH OF) RegS (2.54 %) | Commonwealth Bank of Australia (10.84 %) BHP Group Ltd (8.72 %) CSL Ltd (5.60 %) |
Top 3 industries | Other (99.30 %) Communication Services (0.26 %) Financials (0.21 %) | Financials (56.04 %) Materials (16.72 %) Health Care (11.14 %) |
Top 3 countries | Australia (94.85 %) United States (3.09 %) New Zealand (1.58 %) | |
Management fee | 0.15 % | 0.6 % |
Key Summary
IAF | AYLD | |
---|---|---|
Issuer | iShares | Global X |
Tracking index | Bloomberg AusBond Composite 0+ Yr Index - AUD | S&P/ASX 200 Index |
Asset class | ETF | ETF |
Management fee | 0.15 % | 0.6 % |
Price | $101.72 | $10.75 |
Size | $2.649 billion | $55.617 million |
10Y return | -4.44 % | N/A |
Annual distribution yield (5Y) | 1.89 % | 3.17 % |
Market | ASX | ASX |
First listed date | 14/03/2012 | 31/01/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IAF | AYLD | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 502 | 10 |
Median incremental investment | $1,128.90 | $1,065.75 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,648.62 | $1,870.64 |
Average age group | > 35 | > 35 |
Pros and Cons
IAF | AYLD | |
---|---|---|
Pros |
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Cons |
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IAF | AYLD |
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Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |